Advanced Search

How to use the Advanced Search button

To create a new advanced search, do the following:

  1. In SharpSpring's top toolbar, click Contacts > Contact Manager.
  2. Click Advanced Search.
  3. Select applicable search filters in Contact or Campaign.
  4. Click Search.
  5. If you want to reset all search filters, click Clear All.

Note: Not all custom field types can be used as search filters. Please see below which fields are available and which are not.

Available as search filters

  • Text Input
  • Bit
  • Boolean
  • DateTime
  • Drop-Down (including Country and State)
  • Radio

Not available as search filters

  • AttachmentURL
  • DatePicker
  • FileUpload
  • Hidden
  • PhoneNumber
  • TextArea

How to save advanced searches

If you're frequently using the same search filters, it makes sense to save them.

  1. In SharpSpring's top toolbar, click Contacts > Contact Manager.
  2. Click Advanced Search.
  3. Select applicable search filters in Contact or Campaign.
  4. Click Save.
  5. Enter the search name in the popup that will appear.
  6. Choose whether you want to Make search available to other users of your company and/or Make this this default search for the contact manager.
  7. Click Save Search.

The next time you use the Advanced Search button, you will be able to reuse the saved search filters by selecting them in the Saved Searches dropdown menu. Recent Searches can also be accessed in the same dropdown menu.